Custom Systems
Build a proper lead-to-booking system.
Custom Systems is for growing firms that need a tailored workflow across lead handling, team routing, notifications, integrations, booking steps, or deposit logic.
Custom Systems
Custom pricing
Setup scoped after demo around workflow depth, team size, integrations, routing, and staged implementation.
Who it is for
Best for firms that have moved beyond a single owner-led lead flow and need the process designed properly around the team and the job lifecycle.
The pain it solves
The issue is not just missed enquiries or slow quotes anymore. It is that the whole lead-to-booking path feels messy across people, steps, notifications, and next actions.
Core promise
Build a proper lead-to-booking system.
Pricing starting point
Best when the workflow genuinely needs tailoring, but still delivered within clear scope rather than unlimited consulting.
Included
What is included in Custom Systems.
- Everything in Convert
- Tailored workflow design
- Deeper integration
- Team notifications and routing
- Booking logic and deposit prompts
- Staged implementation
Not included
What stays out of scope.
- Unlimited development
- Unrestricted consulting outside scope
How it works
A practical workflow, not another software headache.
A growing maintenance or fitting business moves from scattered handoff and manual coordination to a clearer lead-to-booking system with staged routing, notifications, and agreed workflow rules.
Typical Custom Systems setup
A growing maintenance or fitting business moves from scattered handoff and manual coordination to a clearer lead-to-booking system with staged routing, notifications, and agreed workflow rules.
Map the existing lead-to-booking process and identify the handoff points causing friction.
Design the routing, notifications, logic, and integrations the workflow actually needs.
Roll it out in stages so the business gets a more controlled system without chaos.
Best fit trades
Where Custom Systems tends to fit best.
These are the kinds of trade businesses where this package usually makes the most commercial sense first.
Kitchen and bathroom fitters
Useful when survey booking, higher-value quoting, and customer handoff need more structure.
Property maintenance businesses
A strong fit when jobs need internal routing, team notifications, and clearer next actions.
Electrical or plumbing firms with office support
Works when leads move across owner, admin, estimator, or engineer and the handoff is currently messy.
Multi-service trade firms
Helpful when lead qualification, booking, deposits, or job routing need to be designed around multiple steps.
Grounded proof
Why this package earns its place.
- Keeps the work tailored where it needs to be, but still commercially bounded.
- Useful when the process spans multiple people, internal steps, or customer touchpoints.
- Built to make the workflow feel more professional without adding vague complexity.
Book a Demo
If the workflow is messy across the team or the process needs routing, booking logic, or integrations, Custom Systems is the right conversation.
Book a short demo and we will show you where the current workflow is losing work, where admin is stacking up, and whether Custom Systems is the right first move.